account_balance

Investment manager · 13F filer · SEC CIK 2035872

Life Line Wealth Management LLC

Reported value$224Mas of Mar 31, 2026
Positions35
Top 10 weight94.0%QUAL alone is 21%
FiledApr 99 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QUAL iShares Tr 21.4%
QQQ Invesco QQQ Tr 21.0%
IAU iShares Gold Trust 17.0%
IQLT iShares Tr 10.2%
IVV iShares Tr 9.8%
IWR iShares Tr 6.4%
VLUE iShares Tr 4.9%
IWM iShares Tr 1.2%
MTUM iShares Tr 1.2%
IWF iShares Tr 1.0%
EFG iShares Tr 0.6%
IEMG iShares Inc 0.6%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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